Stephen Pincin founded Legacy Wealth Management in the spirit of providing objective and customized guidance on a fee basis to help ensure maximum transparency and trust among his clients.  Also, when appropriate, commissioned brokerage accounts are available.

Steve was an early adopter of the fee-based asset management model, and he recognized the value of family wealth planning, business consulting, and 501c3 advisory services to the future of the financial services sector.

Steve is a Southern California native, a dedicated husband, father and avid animal lover.

In a fee-based account, clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part 2 as well as the client agreement.